Added to YB: 2026-09-09
Pitch date: 2026-09-05
J4Y.F [bullish]
Smart Organic AD
Author Info
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Company Info
Smart Organic AD, together with its subsidiaries, produces and distributes organic food products in Bulgaria, the European Union, Asia, and the Americas.
Market Cap
EUR 208.0M
Pitch Price
N/A
Price Target
N/A
Dividend
0.68%
EV/EBITDA
19.53
P/E
27.34
EV/Sales
3.19
Sector
Food Products
Category
growth
Smart Organic AD $SO – Deliciously Priced
J4Y.F: Smart Organic is a vertically integrated organic-snacks manufacturer combining proprietary brands and private-label production, each roughly half of revenue, with ~70% of output exported and operating margins around 25%. The biggest modeled near-term catalyst is a ~30% 2026 domestic price step-up from Bulgaria’s euro transition, while new capacity and distressed-brand acquisitions support expansion. Key constraints are execution, raw-material volatility and severe illiquidity: ~20% free float and only ~€10k daily volume.
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